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Jose Huerta, Jr. profile image

Jose Huerta, Jr.

Insurance & Retirement Specialist at KWS Financial Group
Intro Book
Jose Huerta, Jr. is a seasoned insurance and retirement specialist with 8 years of experience, holding a Master of Education degree and a Bachelor of Business Administration, serving clients in Edinburg, Texas.
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Location
Edinburg, Texas, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Full professional proficiency
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Bio

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Jose Huerta, Jr. is a seasoned professional with extensive experience in the financial services industry. As an Insurance & Retirement Specialist at KWS Financial Group, he has helped numerous individuals achieve their retirement and insurance goals. Prior to this role, Jose worked as a CTE teacher and Physical Education Teacher at various schools, including McAllen ISD, Mission CISD, and Sharyland ISD. He holds a Master of Education degree from Concordia University Texas and a Bachelor of Business Administration degree from The University of Texas-Pan American. With certifications as an Independent Life & Health Insurance Agent and Retirement Specialist from the Texas Department of Insurance, Jose brings a unique blend of teaching and financial expertise to his work.

Credentials

  • Independent Life & Health Insurance Agent and Retirement Specialist
    Texas Department of Insurance
    Feb, 2022
    - Apr, 2026
  • Independent Life-Health Insurance and Retirement Specialist
    Texas Department of Insurance
    Apr, 2020
    - Apr, 2026

Experience

  • KWS Financial Group
    • Edinburg, Texas, United States
    • Insurance & Retirement Specialist
      • Jun 2016 - Present
      • Edinburg, Texas, United States

      Specialize in retirement and insurance services; Help out people from all walks of life.

  • McAllen ISD
    • McAllen, Texas, United States
    • Former CTE Teacher
      • Aug 2020 - Aug 2022
      • McAllen, Texas, United States

      I am a former CTE teacher with McAllen ISD. However, I have also been helping many people especially teachers with their retirement and insurance goals since 2010.

  • Mission CISD
    • Primary and Secondary Education
    • 500 - 600 Employee
    • Physical Education Teacher
      • Aug 2015 - Aug 2020

    • Coaches Aide
      • Aug 2012 - Aug 2015

      Managed over 500 students; provided instructional support to classroom teachers; Organized sporting events;

  • Money Concepts
    • Texas, United States
    • Financial Services Representative
      • May 2012 - Oct 2016
      • Texas, United States

  • Sharyland ISD
    • Second Grade Teacher
      • Aug 2011 - Aug 2012

    • Physical Education Teacher
      • Aug 2008 - Aug 2011

      Managed over 700 students; organized sporting events; tested and proctored during testing season and much more.

    • Coaches Aide
      • Nov 2007 - Aug 2008

      Assisted coaches with managing of over 700 students; provided instructional support to teachers; plotted out and organized 5K runs for fundraising activities, practiced and coached students during our sporting events; Fostered collaboration between teachers and parents when large school events were planned.

  • United Equity
    • Edinburg, Texas, United States
    • Financial Services Agent
      • Sep 2010 - Dec 2011
      • Edinburg, Texas, United States

  • Laredo National Bank
    • McAllen, Texas, United States
    • Financial Service Specialist
      • Jul 2006 - Oct 2007
      • McAllen, Texas, United States

  • INTERNATIONAL BANK OF COMMERCE - ZAPATA
    • McAllen, Texas, United States
    • Senior Associate
      • Jun 2004 - Apr 2006
      • McAllen, Texas, United States

      opened new accounts; provided exceptional customer service; provided services to international clients.

  • EyeMasters
    • McAllen, Texas, United States
    • Eyewear Specialist
      • Nov 2000 - Apr 2004
      • McAllen, Texas, United States

  • Albertsons
    • McAllen, Texas, United States
    • Customer Service Representative
      • Feb 1999 - Oct 2000
      • McAllen, Texas, United States

  • Wallbangers Sports Bar, LLC
    • McAllen, Texas, United States
    • Cook
      • Apr 1998 - Jan 1999
      • McAllen, Texas, United States

Education

  • 2015 - 2017
    Concordia University Texas
    Master of Education - MEd, Sports Administration
  • 2000 - 2006
    The University of Texas-Pan American
    Bachelor of Business Administration - BBA, Business Administration and Management, General

Suggested Services

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Industry Focus. “Financial Services”

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